13F Insight
DOSSIER · 13F Holders · Q2 2026
DWUS

ADVISORSHARES TR

10 institutions still hold ADVISORSHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y487·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$125M
visible holders
Holders
10
filers reporting
Concentration
76.80%
Virtus Wealth Solutions LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported DWUS in Q2 2026. Virtus Wealth Solutions LLC leads at 76.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Virtus Wealth Solutions LLC
CIK 0002045870
$96M1.5M13.05%Q2 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$26M407K0.03%Q2 202603
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M31K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$457K7K0.00%Q2 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$228K4K0.00%Q2 202606
Snowden Capital Advisors LLC
CIK 0001903055
$214K3K0.01%Q2 202607
MORGAN STANLEY
CIK 0000895421
$125K2K0.00%Q2 202608
UBS Group AG
CIK 0001610520
$54K8460.00%Q2 202609
Regatta Research & Money Management
CIK 0002137529
$20K3100.02%Q2 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025